HR Lite
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Step | Action |
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(1) | On the Personax HR Lite homepage, select the 'Disciplinary' tile |
Step | Action |
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The ‘Disciplinary’ submenus page opens | |
(1) | Select the ‘Action Type’ tile |
Step | Action |
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The ‘Action Type’ page opens | |
(1) |
To setup a disciplinary action type, click on the ![]() |
Step | Action |
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The ‘Add Action Type’ modal opens | |
(1) | Enter name of the disciplinary action type |
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This field is required * |
Step | Action |
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(1) | Add a description to provide more information on the action type |
Step | Action |
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(1) |
You may click on the ![]() |
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- An active status means the action type can be used in transactions on other pages - An inactive status means the action type cannot be used in transactions on other pages |
Step | Action |
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You may click on the ![]() |
(1) |
Click on the ![]() |
Step | Action |
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(1) | A notification displays to indicate that the action type setup has been saved successfully |
Step | Action |
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(1) |
To edit an action type, enter the action type name in the search box and click on the ![]() |
Step | Action |
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The search result details display in the grid | |
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The Action column consists of the Delete ![]() ![]() |
Step | Action |
---|---|
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You may click on the delete icon ![]() |
(1) |
Click on the edit icon ![]() |
Step | Action |
---|---|
The ‘Edit Action Type’ modal opens | |
Edit the name, description or status of the disciplinary action type |
Step | Action |
---|---|
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You may click on the ![]() |
(1) |
Click on the update ![]() |
Step | Action |
---|---|
(1) | A notification displays to indicate that the update has been saved successfully |
Step | Action |
---|---|
(1) | On the HCM HR Lite homepage, select the ‘Disciplinary’ tile |
Step | Action |
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The ‘Disciplinary’ submenus page opens | |
(1) | Select the ‘Offence’ Setup tile |
Step | Action |
---|---|
The ‘Offence’ page opens | |
(1) |
To setup an offence, click on the ![]() |
Step | Action |
---|---|
The ‘Add Offence’ modal opens | |
(1) | Enter name of the offence |
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This field is required * |
Step | Action |
---|---|
(1) | Add a description to provide more information on the offence |
Step | Action |
---|---|
(1) |
You may click on the ![]() |
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- An active status means the offence can be used in transactions on other pages - An inactive status means the offence cannot be used in transactions on other pages |
Step | Action |
---|---|
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You may click on the ![]() |
(1) |
Click on the ![]() |
Step | Action |
---|---|
(1) | A notification displays to indicate that the offence setup has been saved successfully |
Step | Action |
---|---|
(1) |
To edit an offence setup, enter the offence name in the search box and click on the ![]() |
Step | Action |
---|---|
The search result details display in the grid | |
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The Action column consists of the Delete ![]() ![]() |
Step | Action |
---|---|
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You may click on the delete icon ![]() |
(1) |
Click on the edit icon ![]() |
Step | Action |
---|---|
The ‘Edit Offence’ modal opens | |
Edit the name, description or status of the offence setup |
Step | Action |
---|---|
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You may click on the ![]() |
(1) |
Click on the update ![]() |
Step | Action |
---|---|
(1) | A notification displays to indicate that the update has been saved successfully |
Step | Action |
---|---|
(1) | On the HCM HR Lite homepage, select the ‘Disciplinary’ tile |
Step | Action |
---|---|
The 'Disciplinary' sub menus page opens | |
(1) | Click on the 'Actions' transaction tile |
Step | Action |
---|---|
The Disciplinary Actions page opens | |
(1) | To record a disciplinary action for an employee, enter the employee's name or ID in the search box |
(2) |
Click on the icon ![]() |
Step | Action |
---|---|
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The employee's name and any previous disciplinary action record display in the grid |
(1) |
Click on the ![]() |
Step | Action |
---|---|
The 'Add Disciplinary Action' modal opens | |
(1) |
Provide the following details of the disciplinary action:
|
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All mandatory fields are marked with an asterisk * |
Step | Action |
---|---|
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You may click on the ![]() |
(1) |
Click on the ![]() |
Step | Action |
---|---|
(1) | A notification displays to indicate that the employee’s disciplinary action has been saved successfully |
Step | Action |
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(1) |
You may click on the delete icon ![]() |
Step | Action |
---|---|
(1) | On the Personax HR Lite homepage, select the 'Employee Attendance' tile |
Step | Action |
---|---|
The ‘Employee Attendance’ submenus page opens | |
(1) | Select the ‘Leave Days' setup tile |
Step | Action |
---|---|
The ‘Leave Days Setup' page opens | |
(1) |
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Click here to view how to setup leave days for specific employee groups |
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Click here to continue steps |
Step | Action |
---|---|
(1) | To setup leave days for specific employee groups, uncheck the ‘All Employees’ box |
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The employee group fields are enabled for selection |
Step | Action |
---|---|
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Provide the range for the employee groups (one or more) that you want to setup leave days for |
(1) | Example: To setup leave days using the Employee ID group, enter the ID range (eg. from hcm001 to hcm005) |
Step | Action |
---|---|
(1) | Enter the Annual leave days to be assigned to employees |
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This field is required * |
Step | Action |
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Enter leave days to be assigned to employees for Maternity, Sick and Other leave types if applicable |
Step | Action |
---|---|
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You may click on the ![]() |
(1) |
Click on the ![]() |
Step | Action |
---|---|
(1) | A notification displays to indicate that the leave days setup has been saved successfully |
Step | Action |
---|---|
(1) | On the Personax HR Litehomepage, select the 'Employee Attendance' tile |
Step | Action |
---|---|
The ‘Employee Attendance’ submenus page opens | |
(1) | Select the 'Leave Reason' setup tile |
Step | Action |
---|---|
The 'Leave Reason' page opens | |
(1) |
To setup a leave reason, click on the ![]() |
Step | Action |
---|---|
The 'Add Leave Reason' modal opens | |
(1) | Enter name for the leave reason |
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This field is required * |
Step | Action |
---|---|
(1) | Add description to provide more details on the leave reason |
Step | Action |
---|---|
(1) |
You may click on the ![]() |
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- An active status means the leave reason can be used in transactions on other pages - An inactive status means the leave reason cannot be used in transactions on other pages |
Step | Action |
---|---|
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You may click on the ![]() |
(1) |
Click on the ![]() |
Step | Action |
---|---|
(1) | A notification displays to indicate that the leave reason setup has been saved successfully |
Step | Action |
---|---|
(1) | To edit a leave reason setup, search for leave reason by name in the search box |
Step | Action |
---|---|
The search result details display in the grid | |
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The Action column consists of the Edit ![]() ![]() |
Step | Action |
---|---|
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You may click on the delete icon ![]() |
(1) |
Click on the edit icon ![]() |
Step | Action |
---|---|
The 'Edit Leave Reason' modal opens | |
Edit the name, description or status of the leave reason |
Step | Action |
---|---|
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You may click on the ![]() |
(1) |
Click on the ![]() |
Step | Action |
---|---|
(1) | A notification displays to indicate the update has been saved successfully |
Step | Action |
---|---|
(1) | On the Personax HR Lite homepage, select the 'Employee Attendance' tile |
Step | Action |
---|---|
The ‘Employee Attendance' submenus page opens | |
(1) | Select the ‘Leave Transaction' setup tile |
Step | Action |
---|---|
The 'Leave Transaction' page opens | |
(1) | To record a leave for an employee, search for employee by name or ID |
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This field is required * |
Step | Action |
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The employee’s name displays in the ‘Employee Name’ field |
(1) | Select a leave type from the dropdown options |
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This field is required * |
Step | Action |
---|---|
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The number of leave days left for the selected leave type displays in the ‘Leave Balance’ field |
(1) | Select the reason for the leave application |
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This field is required * |
Step | Action |
---|---|
(1) | Select the leave start date from the pop-up calendar |
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This field is required * |
Step | Action |
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(1) | Enter the number of days being requested for |
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This field is required * |
Step | Action |
---|---|
(1) | The leave end date calculates and displays based on the number of days requested for |
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The leave end date calculation excludes weekends and holidays |
(2) |
You may click on the ![]() |
Step | Action |
---|---|
(1) | Enter the leave approver's name |
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This field is required * |
Step | Action |
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(1) | Enter remarks if any |
Step | Action |
---|---|
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You may click on the ![]() |
(1) |
Click on the ![]() |
Step | Action |
---|---|
(1) | A notification displays to indicate that the leave application details have been saved successfully |
Step | Action |
---|---|
(1) | On the Personax HR Lite homepage, select the ‘Employee Info’ tile |
Step | Action |
---|---|
The ‘Employee Info’ submenus page opens | |
(1) | Select the 'Add Employee’ tile |
Step | Action |
---|---|
The ‘Employee’ page opens | |
(1) |
To setup the details of an employee, click on the ![]() |
Step | Action |
---|---|
The 'Employee Details' modal opens |
Step | Action |
---|---|
(1) |
Provide the following personal details of the employee
|
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All required fields are marked with an asterisk * |
Step | Action |
---|---|
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The employee’s age cannot be below the minimum legal working age for the country. Dates of birth below the legal working age have been greyed out and cannot be selected |
(1) | The age of the employee automatically displays after entering the date of birth |
(2) | A face must be detected in the uploaded employee photo |
(3) |
You may click on the ![]() |
Step | Action |
---|---|
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You may click on the ![]() |
(1) |
Click on the ![]() |
Step | Action |
---|---|
(1) |
Provide the following personal details of the employee
|
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i. Fields marked with an asterisk * are required ii. You may click on the ![]() |
Step | Action |
---|---|
(1) | The salary rate entered must fall within the set minimum and maximum amount for the selected salary grade & type |
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You may click on the ![]() |
Step | Action |
---|---|
Select the payment method that applies to the employee by checking a box | |
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Step | Action |
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If Bank is selected, provide the following bank details of the employee
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|
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Click here to continue steps |
Step | Action |
---|---|
If Mobile Money is selected, provide the following mobile money details of the employee
|
|
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Click here to continue steps |
Step | Action |
---|---|
(1) |
Click on the ![]() |
Step | Action |
---|---|
A notification displays to indicate that the employee’s details have been saved successfully |
Step | Action |
---|---|
(1) | To edit an employee’s details, enter the employee’s name or staff ID in the search box |
Step | Action |
---|---|
(1) |
Click on the icon ![]() |
Step | Action |
---|---|
The search result details display in the grid | |
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You may click on the delete icon ![]() |
(1) |
Click on the edit icon ![]() |
Step | Action |
---|---|
A modal opens showing the employee's details | |
Edit the employee's 'Personal', Organizational' and/or 'Payment Method' details |
Step | Action |
---|---|
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You may click on the ![]() |
(1) |
Click on the ![]() |
Step | Action |
---|---|
(1) | A notification displays to indicate that the update has been saved successfully |
Step | Action |
---|---|
(1) | On the Personax HR Lite homepage, select the ‘Employee Info’ tile |
Step | Action |
---|---|
The ‘Employee Info’ submenus page opens | |
(1) | Select the 'Employee Transfer’ tile |
Step | Action |
---|---|
The ‘Employee Transfer’ page opens | |
(1) | To access an employee’s current organizational details, enter the employee name or ID in the search box |
(2) |
Click on the ![]() |
Step | Action |
---|---|
The employee's name and current organizational details display in the transfer (from and to) columns |
Step | Action |
---|---|
Select the new transfer details from the dropdown options for fields under the ‘Transfer To’ column | |
(1) | Eg. to transfer an employee from one location to another, select a new location from the drop down options of Location in the ‘Tranfer To’ column |
Step | Action |
---|---|
(1) | Provide the transfer authorizer’s name |
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This field is required * |
Step | Action |
---|---|
(1) | State the reason for the transfer |
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This field is required * |
Step | Action |
---|---|
(1) |
You may click on the ![]() |
(2) |
Click on the ![]() |
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The ‘Save’ button is only enabled after at least one transfer change has been made and all required fields entered |
Step | Action |
---|---|
(1) | A notification displays to indicate that the employee transfer details have been saved successfully |
Step | Action |
---|---|
(1) | On the PersonaX HR Lite homepage, select the 'Health & Safety' tile |
Step | Action |
---|---|
The ‘Generic Parameters’ submenus page opens | |
(1) | Select the ‘Accident’ tile |
Step | Action |
---|---|
The ‘Accident’ page opens | |
(1) |
To setup an accident, click on the ![]() |
Step | Action |
---|---|
The ‘Add Accident’ modal opens | |
(1) | Enter name of the new accident |
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This field is required * |
Step | Action |
---|---|
(1) | Add a description to provide more details on the accident |
Step | Action |
---|---|
(1) |
You may click on the ![]() |
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- An active status means the accident can be used in transactions on other pages - An inactive status means the accident cannot be used in transactions on other pages |
Step | Action |
---|---|
![]() |
You may click on the ![]() |
(1) |
Click on the ![]() |
Step | Action |
---|---|
(1) | A notification displays to indicate that the accident setup has been saved successfully |
Step | Action |
---|---|
(1) | To edit an accident, enter name in the search box |
Step | Action |
---|---|
(1) |
Click on the ![]() |
Step | Action |
---|---|
The search result details display in the grid | |
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The Action column consists of the delete ![]() ![]() |
Step | Action |
---|---|
(1) |
Click on the edit icon ![]() |
![]() |
You may click on the delete icon ![]() |
Step | Action |
---|---|
The 'Edit Accident' modal opens | |
Edit the name, description or status of the accident |
Step | Action |
---|---|
(1) |
You may click on the ![]() |
(2) |
click on the ![]() |
Step | Action |
---|---|
(1) | A notification displays to indicate that the accident setup has been saved successfully |
Step | Action |
---|---|
(1) | On the Personax HR Lite homepage, select the ‘Health & Safety’ tile |
Step | Action |
---|---|
The ‘Health And Safety’ submenus page opens | |
(1) | Select the ‘Ailment’ tile |
Step | Action |
---|---|
The ‘Ailment’ page opens | |
(1) |
To setup an ailment, click on the ![]() |
Step | Action |
---|---|
The ‘Add Ailment’ modal opens | |
(1) | Enter name of ailment |
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This field is required * |
Step | Action |
---|---|
(1) | Add a description to provide more details on the ailment |
Step | Action |
---|---|
(1) |
You may click on the ![]() |
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- An active status means the ailment can be used in transactions on other pages - An inactive status means the ailment cannot be used in transactions on other pages |
Step | Action |
---|---|
![]() |
You may click on the ![]() |
(1) |
Click on the ![]() |
Step | Action |
---|---|
(1) | A notification displays to indicate that the ailment setup has been saved successfully |
Step | Action |
---|---|
(1) | To edit an ailment, enter name in the search box |
(2) |
Click on the ![]() |
Step | Action |
---|---|
(1) | The search result details display in the grid |
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The Action column consists of the Edit ![]() ![]() |
Step | Action |
---|---|
(1) |
Click on the edit icon ![]() |
![]() |
You may click on the delete icon ![]() |
Step | Action |
---|---|
The ‘Edit Ailment’ modal opens | |
Edit the name, description or status of the ailment |
Step | Action |
---|---|
![]() |
You may click on the ![]() |
(1) |
Click on the ![]() |
Step | Action |
---|---|
(1) | A notification displays to indicate that the update has been saved successfully |
Step | Action |
---|---|
(1) | On the Personax HR Lite homepage, select the 'Health & Safety' tile |
Step | Action |
---|---|
The ‘Health & Safety’ submenus page opens | |
(1) | Select the ‘Health Care Provider’ tile |
Step | Action |
---|---|
The ‘Health Care Provider’ page opens | |
(1) |
To setup a new health care provider, click on the ![]() |
Step | Action |
---|---|
The 'Add Health Care Provider' modal opens | |
(1) | Enter name of health care provider |
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This field is required * |
Step | Action |
---|---|
(1) | Enter name of contact person for the health care provider |
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This field is required * |
Step | Action |
---|---|
(1) | Enter address of contact person for the health care provider |
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This field is required * |
Step | Action |
---|---|
(1) | Add any additional info in the Notes section |
Step | Action |
---|---|
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You may click on the ![]() |
(1) |
Click on the ![]() |
Step | Action |
---|---|
(1) | A notification displays to indicate that the health care provider setup has been saved successfully |
Step | Action |
---|---|
(1) | To edit a health care provider, enter the name in the search box |
Step | Action |
---|---|
(1) |
Click on the ![]() |
Step | Action |
---|---|
(1) | The search result details display in the grid |
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The Action column consists of the Edit ![]() ![]() |
Step | Action |
---|---|
(1) |
Click on the edit icon ![]() |
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You may click on the delete icon ![]() |
Step | Action |
---|---|
The ‘Edit Health Care Provider’ modal opens | |
Edit the details of the health care provider |
Step | Action |
---|---|
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You may click on the ![]() |
(1) |
Click on the ![]() |
Step | Action |
---|---|
(1) | A notification displays to indicate the update has been saved successfully |
Step | Action |
---|---|
(1) | On the Personax HR Lite homepage, select the 'Health & Safety' tile |
Step | Action |
---|---|
The ‘Health And Safety’ submenus page opens | |
(1) | Select the ‘Accident Transaction’ tile |
Step | Action |
---|---|
The ‘Accident Transaction’ page opens | |
(1) | To add an accident record for an employee, enter employee name or ID in the search box |
(2) |
Click on the ![]() |
Step | Action |
---|---|
The employee's name and previous accident record (if any) display in the grid | |
(1) |
Click on ![]() |
Step | Action |
---|---|
The ‘Add Accident Transaction’ modal opens | |
(1) | Select the type of accident from the dropdown options |
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This field is required * |
Step | Action |
---|---|
(1) | Select the date of accident |
Step | Action |
---|---|
(1) | Enter location the accident occurred |
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This field is required * |
Step | Action |
---|---|
(1) | Select the date the accident was reported |
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This field is required * |
Step | Action |
---|---|
(1) | Enter any additional info in the remarks section |
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This field is required * |
Step | Action |
---|---|
![]() |
You may click on the ![]() |
(1) |
Click on the ![]() |
Step | Action |
---|---|
(1) | A notification displays to indicate that the Accident transaction has been saved successfully |
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The newly added Accident transaction info displays in the grid |
Step | Action |
---|---|
(1) | On the PersonaX HR Lite e homepage, select the 'Health & Safety' tile |
Step | Action |
---|---|
The ‘Health And Safety’ submenus page opens | |
(1) | Select the ‘Medical Transaction’ tile |
Step | Action |
---|---|
The ‘Medical Transaction’ page opens | |
(1) | To add a medical record for an employee, enter employee name or ID in the search box |
(2) |
Click on the ![]() |
Step | Action |
---|---|
The employee's name and previous medical record (if any) display in the grid | |
(1) |
Click on ![]() |
Step | Action |
---|---|
The ‘Add Medical Info’ modal opens | |
(1) | Select an ailment from the dropdown options |
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This field is required * |
Step | Action |
---|---|
(1) | Select a healthcare provider |
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This field is required * |
Step | Action |
---|---|
(1) | Select the date of the visit to healthcare facility |
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This field is required * |
Step | Action |
---|---|
(1) | Enter cost amount incurred |
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This field is required * |
Step | Action |
---|---|
(1) | Enter any additional info in the remarks section |
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This field is required * |
Step | Action |
---|---|
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You may click on the ![]() |
(1) |
Click on the ![]() |
Step | Action |
---|---|
(1) | A notification displays to indicate that the medical transaction has been saved successfully |
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The newly added medical transaction info displays in the grid |
Step | Action |
---|---|
(1) | On the Personax HR Lite homepage, select the 'Others' tile |
Step | Action |
---|---|
The ‘Others’ submenus page opens | |
(1) | Select the ‘Hobby’ setup tile |
Step | Action |
---|---|
The 'Hobby' page opens | |
(1) |
To setup a hobby, click on the ![]() |
Step | Action |
---|---|
The ‘Add Hobby’ modal opens | |
(1) | Enter the name of the hobby |
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This field is required * |
Step | Action |
---|---|
(1) | Add description to provide more details on the hobby |
Step | Action |
---|---|
(1) |
You may click on the ![]() |
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- An active status means the hobby can be used in transactions on other pages - An inactive status means the hobby cannot be used in transactions on other pages |
Step | Action |
---|---|
![]() |
You may click on the ![]() |
(1) |
Click on the ![]() |
Step | Action |
---|---|
(1) | A notification displays to indicate that the hobby setup has been saved successfully |
Step | Action |
---|---|
(1) | To edit a hobby, enter the name in the search box |
Click on the ![]() |
Step | Action |
---|---|
The search result details display in the grid | |
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The Action column consists of the Edit ![]() ![]() |
Step | Action |
---|---|
![]() |
You may click on the delete icon ![]() |
(1) |
Click on the edit icon ![]() |
Step | Action |
---|---|
The ‘Edit Hobby’ modal opens | |
Edit the name, description or status of the hobby |
Step | Action |
---|---|
![]() |
You may click on the ![]() |
(1) |
Click on the ![]() |
Step | Action |
---|---|
(1) | A notification displays to indicate that the update has been saved successfully |
Step | Action |
---|---|
(1) | On the Personax HR Lite homepage, select the 'Others' tile |
Step | Action |
---|---|
The ‘Others’ submenus page opens | |
(1) | Select the ‘Employee Hobby’ transaction tile |
Step | Action |
---|---|
The ‘Employee Hobby' page opens | |
(1) | To add a hobby to an employee's record, search for employee by name or employee ID |
Step | Action |
---|---|
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The employee's name and previous hobby record (if any) display in the grid |
(1) |
Click on the ![]() |
Step | Action |
---|---|
The 'Add Hobby' modal opens | |
(1) | Select a hobby from the dropdown list |
Step | Action |
---|---|
![]() |
You may click on the ![]() |
(1) |
Click on the ![]() |
Step | Action |
---|---|
(1) | A notification displays to indicate that the employee hobby has been saved successfully |
Step | Action |
---|---|
![]() |
The newly added hobby displays in the grid |
You may click on the delete icon ![]() |
Step | Action |
---|---|
(1) | On the Personax HR Lite homepage, select the 'Qualification and Skills' tile |
Step | Action |
---|---|
The ‘Education’ submenus page opens | |
(1) | Select the ‘Education’ tile |
Step | Action |
---|---|
The ‘Education Core Area’ page opens | |
(1) |
To setup a education core area, click on the ![]() |
Step | Action |
---|---|
The ‘Add Education Core Area’ modal opens | |
(1) | Enter name of the education core area |
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This field is required * |
Step | Action |
---|---|
(1) | Add description to provide more details on the education core area |
Step | Action |
---|---|
(1) |
You may click on the ![]() |
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- An active status means the education core area can be used in transactions on other pages - An inactive status means the education core area cannot be used in transactions on other pages |
Step | Action |
---|---|
![]() |
You may click on the ![]() |
(1) |
Click on the ![]() |
Step | Action |
---|---|
(1) | A notification displays to indicate that the education core area setup has been saved successfully |
Step | Action |
---|---|
(1) | To edit an education core area, enter name in the search box |
(2) |
Click on the ![]() |
Step | Action |
---|---|
The search result details display in the grid | |
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The Action column consists of the Delete ![]() ![]() |
Step | Action |
---|---|
![]() |
You may click on the delete icon ![]() |
(1) |
Click on the edit icon ![]() |
Step | Action |
---|---|
The ‘Edit Education Core Area’ modal opens | |
Edit the name, description or status of the education core area |
Step | Action |
---|---|
![]() |
You may click on the ![]() |
(1) |
Click on the update ![]() |
Step | Action |
---|---|
(1) | A notification displays to indicate that the update has been saved successfully |
Step | Action |
---|---|
(1) | On the Personax HR Lite homepage, select the 'Qualification and Skills' tile |
Step | Action |
---|---|
The ‘Qualification & Skills’ submenus page opens | |
(1) | Select the ‘Language’ tile |
Step | Action |
---|---|
The ‘Language’ page opens | |
(1) |
To setup a language, click on the ![]() |
Step | Action |
---|---|
The ‘Add Language’ modal opens | |
(1) | Enter name of the language |
![]() |
This field is required * |
Step | Action |
---|---|
(1) | Add description to provide more details on the language |
Step | Action |
---|---|
(1) |
You may click on the ![]() |
![]() |
- An active status means the language can be used in transactions on other pages - An inactive status means the language cannot be used in transactions on other pages |
Step | Action |
---|---|
![]() |
You may click on the ![]() |
(1) |
Click on the ![]() |
Step | Action |
---|---|
(1) | A notification displays to indicate that the language setup has been saved successfully |
Step | Action |
---|---|
(1) |
To edit a language setup, enter the language in the search box and click on the ![]() |
Step | Action |
---|---|
The search result details display in the grid | |
![]() |
The Action column consists of the Delete ![]() ![]() |
Step | Action |
---|---|
![]() |
You may click on the delete icon ![]() |
(1) |
Click on the edit icon ![]() |
Step | Action |
---|---|
The ‘Edit Language Setup’ modal opens | |
Edit the name, description or status of the language setup |
Step | Action |
---|---|
![]() |
You may click on the ![]() |
(1) |
Click on the update ![]() |
Step | Action |
---|---|
(1) | A notification displays to indicate that the update has been saved successfully |
Step | Action |
---|---|
(1) | On the HCM HR Lite homepage, select the 'Qualification and Skills' tile |
Step | Action |
---|---|
The ‘Qualification and Skills’ submenus page opens | |
(1) | Select the ‘Professional Title’ tile |
Step | Action |
---|---|
The ‘Professional Title’ page opens | |
(1) |
To setup a professional title, click on the ![]() |
Step | Action |
---|---|
The ‘Add Professional Title’ modal opens | |
(1) | Enter name of the professional title |
![]() |
This field is required * |
Step | Action |
---|---|
(1) | Add description to provide more details on the professional title |
Step | Action |
---|---|
(1) |
You may click on the ![]() |
![]() |
- An active status means the professional title can be used in transactions on other pages - An inactive status means the professional title cannot be used in transactions on other pages |
Step | Action |
---|---|
![]() |
You may click on the ![]() |
(1) |
Click on the ![]() |
Step | Action |
---|---|
(1) | A notification displays to indicate that the professional title setup has been saved successfully |
Step | Action |
---|---|
(1) | To edit a professional title, enter name in the search box |
(2) |
Click on the ![]() |
Step | Action |
---|---|
The search result details display in the grid | |
![]() |
The Action column consists of the Delete ![]() ![]() |
Step | Action |
---|---|
The ‘Edit Professional Title’ modal opens | |
Edit the name, description or status of the professional title |
Step | Action |
---|---|
![]() |
You may click on the ![]() |
(1) |
Click on the ![]() |
Step | Action |
---|---|
(1) | A notification displays to indicate that the update has been saved successfully |
Step | Action |
---|---|
(1) | On the Personax HR Lite homepage, select the 'Qualification and Skills' tile |
Step | Action |
---|---|
The ‘Qualification’ submenus page opens | |
(1) | Select the ‘Qualification’ tile |
Step | Action |
---|---|
The ‘Qualification’ page opens | |
(1) |
To setup a qualification, click on the ![]() |
Step | Action |
---|---|
The ‘Add Qualification’ modal opens | |
(1) | Enter name of the qualification |
![]() |
This field is required * |
Step | Action |
---|---|
(1) | Add description to provide more details on the qualification |
Step | Action |
---|---|
(1) |
You may click on the ![]() |
![]() |
- An active status means the qualification can be used in transactions on other pages - An inactive status means the qualification cannot be used in transactions on other pages |
Step | Action |
---|---|
![]() |
You may click on the ![]() |
(1) |
Click on the ![]() |
Step | Action |
---|---|
(1) | A notification displays to indicate that the qualification setup has been saved successfully |
Step | Action |
---|---|
(1) | To edit a qualification, enter name in the search box |
(2) |
Click on the ![]() |
Step | Action |
---|---|
The search result details display in the grid | |
![]() |
The Action column consists of the Delete ![]() ![]() |
Step | Action |
---|---|
![]() |
You may click on the delete icon ![]() |
(1) |
Click on the edit icon ![]() |
Step | Action |
---|---|
The ‘Edit Qualification’ modal opens | |
Edit the name, description or status of the qualification |
Step | Action |
---|---|
![]() |
You may click on the ![]() |
(1) |
Click on the update ![]() |
Step | Action |
---|---|
(1) | A notification displays to indicate that the qualification setup has been saved successfully |
Step | Action |
---|---|
(1) | On the Personax HR Lite homepage, select the 'Qualification and Skills’ tile |
Step | Action |
---|---|
The ‘Qualification and Skills’ submenus page opens | |
(1) | Select the ‘Skill’ tile |
Step | Action |
---|---|
The ‘Skill Setup’ page opens | |
(1) |
To setup a skill, click on the ![]() |
Step | Action |
---|---|
The ‘Add Skill' modal opens | |
(1) | Enter the name of the skill |
![]() |
This field is required * |
Step | Action |
---|---|
(1) | Add description to provide more details on the skill |
Step | Action |
---|---|
(1) |
You may click on the ![]() |
![]() |
- An active status means the skill can be used in transactions on other pages - An inactive status means the skill cannot be used in transactions on other pages |
Step | Action |
---|---|
![]() |
You may click on the ![]() |
(1) |
Click on the ![]() |
Step | Action |
---|---|
(1) | A notification displays to indicate that the skill setup has been saved successfully |
Step | Action |
---|---|
(1) | To edit a skill, enter skill name in the search box |
(2) |
Click on the ![]() |
Step | Action |
---|---|
The search result details display in the grid | |
![]() |
The Action column consists of the Edit ![]() ![]() |
Step | Action |
---|---|
![]() |
You may click on the delete icon ![]() |
(1) |
Click on the edit icon ![]() |
Step | Action |
---|---|
The ‘Edit Skill’ modal opens | |
Edit the name, description or status of the skill |
Step | Action |
---|---|
![]() |
You may click on the ![]() |
(1) |
Click on the ![]() |
Step | Action |
---|---|
(1) | A notification displays to indicate that the update has been saved successfully |
Step | Action |
---|---|
(1) | On the Personax HR Lite homepage, select the 'Qualification and Skills' tile |
Step | Action |
---|---|
The ‘Training Program’ submenus page opens | |
(1) | Select the ‘Training Program’ tile |
Step | Action |
---|---|
The ‘Training Program’ page opens | |
(1) |
To setup a training program, click on the ![]() |
Step | Action |
---|---|
The ‘Add Training Program’ modal opens | |
(1) | Enter name of the training program |
![]() |
This field is required * |
Step | Action |
---|---|
(1) | Add description to provide more details on the training program |
Step | Action |
---|---|
(1) |
You may click on the ![]() |
![]() |
- An active status means the training program can be used in transactions on other pages - An inactive status means the training program cannot be used in transactions on other pages |
Step | Action |
---|---|
![]() |
You may click on the ![]() |
(1) |
Click on the ![]() |
Step | Action |
---|---|
(1) | A notification displays to indicate that the training program setup has been saved successfully |
Step | Action |
---|---|
(1) | To edit a training program, enter name in the search box |
(2) |
Click on the ![]() |
Step | Action |
---|---|
The search result details display in the grid | |
![]() |
The Action column consists of the Delete ![]() ![]() |
Step | Action |
---|---|
![]() |
You may click on the delete icon ![]() |
(1) |
Click on the edit icon ![]() |
Step | Action |
---|---|
The ‘Edit Training Program’ modal opens | |
Edit the name, description or status of the training program |
Step | Action |
---|---|
![]() |
You may click on the ![]() |
(1) |
Click on the update ![]() |
Step | Action |
---|---|
(1) | A notification displays to indicate that the update has been saved successfully |
Step | Action |
---|---|
(1) | On the Personax HR Litee homepage, select the 'Qualification and Skills' tile |
Step | Action |
---|---|
The ‘Training Result’ submenus page opens | |
(1) | Select the ‘Training Result’ tile |
Step | Action |
---|---|
The ‘Training Result’ page opens | |
(1) |
To setup a training result, click on the ![]() |
Step | Action |
---|---|
The ‘Add Training Result’ modal opens | |
(1) | Enter name of the training result |
![]() |
This field is required * |
Step | Action |
---|---|
(1) | Add description to provide more details on the training result |
Step | Action |
---|---|
(1) |
You may click on the ![]() |
![]() |
- An active status means the training result can be used in transactions on other pages - An inactive status means the training result cannot be used in transactions on other pages |
Step | Action |
---|---|
![]() |
You may click on the ![]() |
(1) |
Click on the ![]() |
Step | Action |
---|---|
(1) | A notification displays to indicate that the training result setup has been saved successfully |
Step | Action |
---|---|
(1) | To edit a training result, enter name in the search box |
(2) |
Click on the ![]() |
Step | Action |
---|---|
The search result details display in the grid | |
![]() |
The Action column consists of the Delete ![]() ![]() |
Step | Action |
---|---|
![]() |
You may click on the delete icon ![]() |
(1) |
Click on the edit icon ![]() |
Step | Action |
---|---|
![]() |
You may click on the ![]() |
(1) |
Click on the update ![]() |
Step | Action |
---|---|
(1) | A notification displays to indicate that the update has been saved successfully |
Step | Action |
---|---|
(1) | On the Personax HR Lite homepage, select the 'Qualification and Skills' tile |
Step | Action |
---|---|
The ‘Qualification & Skills’ submenus page opens | |
(1) | Select the 'Employee Education’ tile |
Step | Action |
---|---|
The ‘Employee Education’ page opens | |
(1) | To add an employee’s educational details, enter the employee’s name or ID in the search box |
(2) |
Click on the ![]() |
Step | Action |
---|---|
![]() |
The employee's name and previous educational records (if any) display in the grid |
(1) |
Click on the ![]() |
Step | Action |
---|---|
The 'Add Education Details' modal opens | |
(1) | Enter name of the school |
![]() |
This field is required * |
Step | Action |
---|---|
(1) | Select the start date of education |
![]() |
This field is required * |
Step | Action |
---|---|
(1) | Select the date of completion of education |
![]() |
This field is required * |
Step | Action |
---|---|
(1) | Select the educational qualification from the dropdown options |
![]() |
This field is required * |
Step | Action |
---|---|
(1) | Select the core area or subject from the dropdown options |
![]() |
This field is required * |
Step | Action |
---|---|
(1) | Select the employee’s professional title from the dropdown options |
![]() |
This field is required * |
Step | Action |
---|---|
(1) | Enter final grade or GPA equivalent |
![]() |
This field is required * |
Step | Action |
---|---|
(1) | Enter any additional info in the Notes section |
Step | Action |
---|---|
![]() |
You may click on the ![]() |
(1) |
Click on the ![]() |
Step | Action |
---|---|
(1) | A notification displays to indicate that the education details have been saved successfully |
![]() |
The newly added educational record displays in the grid |
Step | Action |
---|---|
(1) | On the Personax HR Lite homepage, select the 'Qualification and Skills' tile |
Step | Action |
---|---|
The ‘Qualification & Skills’ submenus page opens | |
(1) | Select the ‘Employee Language’ tile |
Step | Action |
---|---|
The ‘Employee Language’ page opens | |
(1) | To add a language to an employee's record, search for employee by name or ID |
Step | Action |
---|---|
![]() |
The employee's name and previous language record(if any) display in the grid |
(1) |
Click on the ![]() |
Step | Action |
---|---|
The 'Add Language' modal opens | |
(1) | Select a language from the dropdown options |
![]() |
This field is required * |
Step | Action |
---|---|
(1) | Select the employee's reading proficiency for the language |
![]() |
This field is required * |
Step | Action |
---|---|
(1) | Select the employee's speaking proficiency for the language |
![]() |
This field is required * |
Step | Action |
---|---|
(1) | Select the employee's writing proficiency for the language |
![]() |
This field is required * |
Step | Action |
---|---|
![]() |
You may click on the ![]() |
(1) |
Click on the ![]() |
Step | Action |
---|---|
(1) | A notification displays to indicate that the employee language has been saved successfully |
Step | Action |
---|---|
The newly added language displays in the grid | |
(1) |
You may click on the delete icon ![]() |
Step | Action |
---|---|
(1) | On the Personax HR Lite homepage, select the 'Qualification and Skills' tile |
Step | Action |
---|---|
The ‘Qualification & Skills’ submenus page opens | |
(1) | Select the ‘Employee Skill' tile |
Step | Action |
---|---|
The ‘Employee Skill’ page opens | |
(1) | To record an employee's skill, search for employee by name or ID |
Step | Action |
---|---|
The employee's name and previously added skill (if any) display in the grid | |
(1) |
Click on the ![]() |
Step | Action |
---|---|
The 'Add Skill' modal opens | |
(1) | Select a skill from the dropdown options |
Step | Action |
---|---|
(1) | Enter any additional information on the skill in the 'Notes' section |
Step | Action |
---|---|
![]() |
You may click on the ![]() |
(1) |
Click on the ![]() |
Step | Action |
---|---|
(1) | A notification displays to indicate that the employee skill has been saved successfully |
![]() |
The newly added employee skill displays in the grid |
Step | Action |
---|---|
(1) |
You may click on the delete icon ![]() |
Step | Action |
---|---|
(1) | On the Personax HR Lite homepage, select the 'Qualification and Skills' tile |
Step | Action |
---|---|
The ‘Qualification & Skills’ submenus page opens | |
(1) | Select the ‘Employee Training’ tile |
Step | Action |
---|---|
The ‘Employee Training’ page opens | |
(1) | To add employees to a training program, select the training program from the dropdown options |
![]() |
This field is required * |
Step | Action |
---|---|
(1) | Select the training start date from the calendar |
![]() |
This field is required * |
Step | Action |
---|---|
(1) | Select the end date of the training program |
![]() |
This field is required * |
Step | Action |
---|---|
(1) |
Click on the ![]() |
Step | Action |
---|---|
A modal opens to add training participant | |
(1) | Search for employee by name or ID |
Step | Action |
---|---|
(1) |
Click on the ![]() |
![]() |
Repeat steps 7 and 8 to add all training participants |
Step | Action |
---|---|
(1) |
Click on the close icon ![]() |
Step | Action |
---|---|
The added participant’s details display in the grid | |
(1) |
You may click on the delete icon ![]() |
Step | Action |
---|---|
(1) |
Click on the ![]() |
Step | Action |
---|---|
(1) | A notification displays to indicate that the list of participants for the training program has been saved successfully |
Step | Action |
---|---|
(1) | On the Personax HR Lite homepage, select the 'Relationships' tile |
Step | Action |
---|---|
The ‘Relationships’ submenus page opens | |
(1) | Select the ‘Relation Setup’ tile |
Step | Action |
---|---|
The ‘Relation Setup’ page opens | |
(1) |
To setup a relation, click on the ![]() |
Step | Action |
---|---|
The ‘Add Relation Setup’ modal opens | |
(1) | Enter name of the relation type |
![]() |
This field is required * |
Step | Action |
---|---|
(1) | Add description to provide more details on the relation type |
Step | Action |
---|---|
(1) |
You may click on the ![]() |
![]() |
- An active status means the relation type can be used in transactions on other pages - An inactive status means the relation type cannot be used in transactions on other pages |
Step | Action |
---|---|
![]() |
You may click on the ![]() |
(1) |
Click on the ![]() |
Step | Action |
---|---|
(1) | A notification displays to indicate that the relation setup has been saved successfully |
Step | Action |
---|---|
(1) |
To edit a relation setup, enter the relation name in the search box and click on the ![]() |
Step | Action |
---|---|
The search result details display in the grid | |
![]() |
The Action column consists of the Delete ![]() ![]() |
Step | Action |
---|---|
![]() |
You may click on the delete icon ![]() |
(1) |
Click on the edit icon ![]() |
Step | Action |
---|---|
The ‘Edit Relation Setup’ modal opens | |
Edit the name, description or status of the relation setup |
Step | Action |
---|---|
![]() |
You may click on the ![]() |
(1) |
Click on the ![]() |
Step | Action |
---|---|
(1) | A notification displays to indicate that the update has been saved successfully |
Step | Action |
---|---|
(1) | On the Personax HR Lite homepage, select the 'Relationships' tile |
Step | Action |
---|---|
The ‘Relationships’ submenus page opens | |
(1) | Select the ‘Beneficiary’ tile under the ‘Transaction’ sub menu |
Step | Action |
---|---|
The ‘Beneficiary’ page opens | |
(1) | To add a beneficiary to an employee’s record, enter the employee’s name or ID in the search box and click to search |
Step | Action |
---|---|
![]() |
The Employee’s name and beneficiary percentage allocation left display |
![]() |
Previously added beneficiary details display in the grid (if any) |
(1) |
Click on the ![]() |
Step | Action |
---|---|
The ‘Add Beneficiary Details’ modal opens | |
(1) |
Provide the following details of the beneficiary:
|
![]() |
All fields are required * |
Step | Action |
---|---|
![]() |
You may click on the ![]() |
(1) |
Click on the ![]() |
Step | Action |
---|---|
![]() |
The beneficiary percentages must add up to 100% before the details can be saved |
Step | Action |
---|---|
![]() |
You may click on the ![]() |
![]() |
You may click on the delete icon ![]() |
(1) |
Click on the ![]() |
Step | Action |
---|---|
(1) | A notification displays to indicate that the employee beneficiary details have been saved successfully |
Step | Action |
---|---|
(1) | On the Personax HR Lite homepage, select the 'Relationships' tile |
Step | Action |
---|---|
The ‘Relationships’ submenus page opens | |
(1) | Select the ‘Dependent’ setup tile |
Step | Action |
---|---|
The ‘Dependent’ page opens | |
(1) | To add a dependent to an employee's record, search for employee by name and click on the search icon |
Step | Action |
---|---|
The employee's name and the previously added dependents (if any) display | |
(1) |
Click on the ![]() |
Step | Action |
---|---|
The 'Add Dependent Details' modal opens | |
(1) | Enter Dependent's first name |
![]() |
This field is required * |
Step | Action |
---|---|
(1) | Enter dependent's last name |
![]() |
This field is required * |
Step | Action |
---|---|
(1) | Select the dependant’s relation to the employee from the dropdown options |
![]() |
This field is required * |
Step | Action |
---|---|
(1) | Select the dependent's date of birth from the dropdown calendar |
![]() |
This field is required * |
Step | Action |
---|---|
(1) | Provide the dependent's residential or postal address |
![]() |
This field is required * |
Step | Action |
---|---|
(1) | Select the dependent's nationality from the dropdown list |
![]() |
This field is required * |
Step | Action |
---|---|
(1) | Select an ID type for the dependent |
![]() |
This field is required * |
Step | Action |
---|---|
(1) | Enter the ID number |
![]() |
This field is required * |
Step | Action |
---|---|
(1) | Provide the expiry date of the selected ID type for dependent |
![]() |
This field is required * |
Step | Action |
---|---|
![]() |
You may click on the ![]() |
(1) |
Click on the ![]() |
Step | Action |
---|---|
(1) | A notification displays to indicate that the dependent's details have been saved successfully |
Step | Action |
---|---|
(1) | To view or delete a dependant from an employee's record, search for the employee by name or ID |
Step | Action |
---|---|
The search result details display in the grid | |
(1) | You may click on the delete icon to delete the employee's dependent record |
(2) |
Click on the view icon ![]() |
Step | Action |
---|---|
![]() |
A modal opens to preview dependent’s details |
(1) |
Click on the icon ![]() |
Step | Action |
---|---|
(1) | On the Personax HR Lite homepage, select the 'Relationships' tile |
Step | Action |
---|---|
The ‘Relationships’ submenus page opens | |
(1) | Select the ‘Emergency Contact' transaction tile |
Step | Action |
---|---|
The 'Emergency Contact' page opens | |
(1) | To add an emergency contact to an employee's record, search for the employee by name or ID |
Step | Action |
---|---|
![]() |
Previously added emergency contact details of the employee (if any) display in the grid |
(1) | A notification displays if no emergency contact details exist for the employee |
Step | Action |
---|---|
(1) |
Click on the ![]() |
![]() |
Only 2 emergency contacts can be added per employee |
Step | Action |
---|---|
The 'Add Emergency Contact' modal opens | |
(1) | Enter the name of the emergency contact |
![]() |
This field is required * |
Step | Action |
---|---|
(1) | Enter the emergency contact's email address |
Step | Action |
---|---|
(1) | Provide the emergency contact's phone number |
![]() |
This field is required * |
Step | Action |
---|---|
(1) | Enter the postal or residential address of the emergency contact |
![]() |
This field is required * |
Step | Action |
---|---|
(1) | You may click on the 'Clear' button to clear all details entered |
(2) |
Clivck on the ![]() |
Step | Action |
---|---|
(1) | A notification displays to indicate that the emergency contact's details have been saved successfully |
Step | Action |
---|---|
The added emergency contact details display in the grid | |
(1) | To view the details of each emergency contact, click on the tabs |
Step | Action |
---|---|
(1) |
You may click on the ![]() |
(2) |
Click on the update ![]() |
Step | Action |
---|---|
A modal opens to edit the emergency contact's details | |
![]() |
Edit the name, email, phone and/or address of the emergency contact |
Step | Action |
---|---|
(1) | Click on the 'Undo' button to revert all changes made |
(2) |
Click on the ![]() |
Step | Action |
---|---|
(1) | A notification displays to indicate that the emergency contact's details have been updated successfully |
Step | Action |
---|---|
(1) | On the Personax HR Lite homepage, select the 'Relationships' tile |
Step | Action |
---|---|
The ‘Relationships’ submenus page opens | |
(1) | Click on the 'Guarantor' transaction tile |
Step | Action |
---|---|
The 'Guarantor' page opens | |
(1) | To add a guarantor to an employee's record, search for the employee by name or ID |
Step | Action |
---|---|
Previously added guarantor details of the employee (if any) display in the grid | |
(1) | A notification displays if no guarantor details exist for the employee |
Step | Action |
---|---|
(1) |
Click on the ![]() |
![]() |
Only two guarantors can be added per employee |
Step | Action |
---|---|
The 'Add Guarantor' modal opens | |
(1) | Enter the name of the guarantor |
![]() |
This field is required * |
Step | Action |
---|---|
Enter the guarantor's email address |
Step | Action |
---|---|
(1) | Provide the guarantor's phone number |
![]() |
This field is required * |
Step | Action |
---|---|
(1) | Enter the guarantor's occupation |
![]() |
This field is required * |
Step | Action |
---|---|
(1) | Select the guarantor's nationality from the dropdown list |
![]() |
This field is required * |
Step | Action |
---|---|
(1) | Select the guarantor's relation to the employee from the dropdown options |
![]() |
This field is required * |
Step | Action |
---|---|
(1) | Enter the postal or residential address of the guarantor |
![]() |
This field is required * |
Step | Action |
---|---|
(1) | You may click on the 'Clear' button to clear all details entered |
(2) |
Click on ![]() |
Step | Action |
---|---|
(1) | A notification displays to indicate that the guarantor's details have been saved successfully |
Step | Action |
---|---|
The guarantor's details display in the grid | |
(1) | To view the details of a guarantor, click on the guaranter’s tab |
Step | Action |
---|---|
(1) | You may click on the ‘Delete’ button to delete a guarantor's details |
(2) | To edit a guarantor's details, click on the ‘Edit’ button for that guarantor |
Step | Action |
---|---|
A modal opens to edit the guarantor's details | |
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Edit the details of the guarantor |
Step | Action |
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(1) | You may click on the 'Undo' button to revert all changes made |
(1) |
Click on the ![]() |
Step | Action |
---|---|
(1) | A notification displays to indicate that the guarantor's details have been updated successfully |
Step | Action |
---|---|
(1) | On the Personax HR Lite homepage, select the 'Relationships' tile |
Step | Action |
---|---|
The ‘Relationships’ submenus page opens | |
(1) | Select the 'Next of Kin' transaction tile |
Step | Action |
---|---|
The 'Next of Kin' page opens | |
(1) | To add a next of kin to an employee's record, search for the employee by name or ID |
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This field is required * |
Step | Action |
---|---|
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Previously added next of kin details for the employee display in the grid (if any) |
(1) | A notification displays if no next of kin details exist for the employee |
Step | Action |
---|---|
(1) |
Click on the ![]() |
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Only 1 next of kin can be added per employee |
Step | Action |
---|---|
The 'Add Next Of Kin' modal opens | |
(1) | Enter the name of the next of kin |
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This field is required * |
Step | Action |
---|---|
(1) | Enter the next of kin's email address |
Step | Action |
---|---|
(1) | Select the next of kin's relation to the employee from the dropdown options |
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This field is required * |
Step | Action |
---|---|
(1) | Provide the next of kin's phone number |
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This field is required * |
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Enter an additional phone number in the ‘Other Phone’ field if any |
Step | Action |
---|---|
(1) | Enter the postal or residential address of the next of kin |
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This field is required * |
Step | Action |
---|---|
(1) | You may click on the 'Clear' button to clear all details entered |
(2) |
Click on the ![]() |
Step | Action |
---|---|
(1) | A notification displays to indicate that the next of kin's details have been saved successfully |
Step | Action |
---|---|
The next of kin's details display in the grid | |
(1) |
You may click on the ![]() |
(2) |
To edit the next of kin's details, click on the ![]() |
Step | Action |
---|---|
A modal opens to edit the next of kin's details | |
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Edit the details of the next of kin |
Step | Action |
---|---|
(1) | You may click on the 'Undo' button to revert changes made |
(2) |
click on the ![]() |
Step | Action |
---|---|
(1) | A notification displays to indicate that the next of kin's details have been updated successfully |
Step | Action |
---|---|
(1) | On the Personax HR Lite homepage, select the 'Report’ tile |
Step | Action |
---|---|
The 'Report' page opens | |
(1) | To view a report, select the report type |
Step | Action |
---|---|
(1) | Select the name of the report |
Step | Action |
---|---|
(1) | Select the criteria by which the report should be sorted |
Step | Action |
---|---|
(1) | Check box to view all available categories on the report |
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OR: Click here to view alternative |
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Click here to continue steps |
Step | Action |
---|---|
(1) | Uncheck box to select the specific categories to show on report |
(2) | Select the range (from & to) for each category that you want to show on the report |
Step | Action |
---|---|
(1) |
Click on the ![]() |
Step | Action |
---|---|
The report page opens in the browser |